Post
Zikroo
đ Majiâs latest move: adjust the position, not the thesis.
He rebuilt roughly $145M in longs:
$ETH: ~$99.4M
$BTC: ~$24.5M
$HYPE: ~$15.5M
$PUMP: ~$5.7M
The interesting part isnât the sizeâitâs the structure. He cut exposure first, then added back, including 53 BTC.
Main positions stay BTC + ETH; smaller coins provide flexibility.
The lesson: direction can change, but without a clear structure, volatility becomes chaos. $BTC $ETH $ZEC
#BessentTreasuryYields #BTCETHETFFlowsDiverge
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